“Young people don’t need financial planning”
This is a common misconception that comes up.
How do you talk to your friends about financial planning?
They tend to be happy talking about insurance and investments as it tends to make sense to their age group.
How do we engage with younger clients and employees?
Younger people tend to be very tech savvy and want to engage via their phones or other technology. They like to work in a place where technology is involved and they like to consume with a business that uses new technology. So if you’re looking at engaging Gen Y, it’s worth making an investment in technology…